Marketing Associate

About the Role

Wealhouse Capital Management seeks a Marketing Associate dedicated to supporting the firm's expansion. This position emphasizes marketing activities but also offers opportunities for broader involvement beyond traditional marketing tasks. Ideal candidates will be proficient writers, articulate communicators, and self-motivated individuals ready to take charge of content creation, enhance client and advisor engagement, and progressively participate in business development efforts. This role is designed for professionals seeking long-term growth within the company.

Primary Responsibilities

• Expand Wealhouse's digital presence by enhancing LinkedIn engagement, website content, and email marketing, alongside managing SEO successes.
• Develop and maintain content calendars to support digital marketing initiatives.
• Regularly analyze engagement metrics to optimize audience reach and advisor interactions.
• Assist in organizing and producing webinars, podcasts, videos, and various digital content forms.
• Compile and utilize marketing analytics to measure return on investment, sales conversions, and client interactions.
• Create, update, and refine marketing collateral including presentations, fact sheets, commentaries, video content, email campaigns, website materials, and social media posts.
• Ensure all client-facing materials are polished, professional, up-to-date, and aligned with Wealhouse branding standards.
• Collaborate with portfolio managers and client management teams to convert investment concepts and market insights into engaging content.
• Identify and implement improvements in existing materials and develop new ideas, including SEO enhancements.
• Facilitate communications with advisors, investors, and prospective clients, developing timely and engaging touchpoints.
• Prepare presentation materials for meetings, conferences, and events, and support follow-up campaigns and sustained investor engagement.
• Adhere to Know Your Client (KYC) compliance requirements in client communications.
• Assist with prospect research and outreach to support business development activities.
• Help prepare materials and presentations for client meetings and events.
• Maintain organized records of sales leads, client acquisitions, and sales forecasts.
• Work closely with the Client Management team on conferences, roadshows, and other business development initiatives.
• Assume increasing responsibility for client interactions as experience and confidence develop.

Qualifications and Skills

• Two to five years of experience in marketing, communications, client engagement, business development, or related disciplines.
• Exceptional writing, editing, and verbal communication abilities.
• Experience leveraging Artificial Intelligence prompting techniques to enhance content creation while ensuring quality.
• Proficient in designing professional presentations, marketing materials, and client-facing content.
• Familiarity with HubSpot or other CRM platforms.
• Competency with WordPress or similar website content management systems.
• Capabilities in video editing and creating multimedia content.
• Knowledge of design tools such as Canva, Adobe Creative Suite, or equivalents.
• Experience managing LinkedIn accounts, conducting email marketing campaigns, and handling other digital content.
• Strong attention to detail paired with excellent time management skills.
• Aptitude to juggle multiple tasks and independently manage projects from initiation to completion.
• Thrives in fast-paced, entrepreneurial settings.
• Interest in financial markets and investment management is essential.
• CSC certification completion and understanding of Canadian and U.S. securities regulations would be advantageous.

Additional Attributes and Growth Opportunities

• Enhance the quality and uniformity of Wealhouse’s marketing and client communications.
• Deliver consistent sales results and effectively execute sales processes.
• Demonstrate advanced graphics and chart creation capabilities.
• Utilize Google and LinkedIn analytics proficiently.
• Take ownership of ongoing marketing and content initiatives strategically.
• Strengthen engagement with the broader investor community.
• Become a dependable resource for marketing, communications, and client engagement functions.
• Introduce innovation and maintain current technical proficiency, including agent automation techniques.
• Progressively transition into more client-facing roles in business development or client management.
• Contribute as a collaborative team member prioritizing colleagues’ and clients’ best interests.